Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 12, 2016

A roller coaster. He use to own it and sold on short reports. The quarter looked pretty strong, but the receivables went from 75 days to 120 which is a red flag. He decided to stay away from this name. He thinks the CEO has stepped down.

A roller coaster. He use to own it and sold on short reports. The quarter looked pretty strong, but the receivables went from 75 days to 120 which is a red flag. He decided to stay away from this name. He thinks the CEO has stepped down.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$3.520
Owned
No
HOLD
HOLD
May 12, 2016

(Market Call Minute) He likes it. They are moving into virtual reality. There is an opportunity, but it is probably a hold.

(Market Call Minute) He likes it. They are moving into virtual reality. There is an opportunity, but it is probably a hold.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$0.680
Owned
Unknown
BUY
BUY
May 12, 2016

(Market Call Minute) We will see some good numbers come out of it in the next few weeks. Mr. lube should come out with a record quarter.

(Market Call Minute) We will see some good numbers come out of it in the next few weeks. Mr. lube should come out with a record quarter.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.290
Owned
Unknown
SELL
SELL
May 12, 2016

(Market Call Minute) They continue to disappoint and just missed their quarter. No consistency in earnings.

(Market Call Minute) They continue to disappoint and just missed their quarter. No consistency in earnings.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$13.900
Owned
Unknown
HOLD
HOLD
May 12, 2016

(Market Call Minute) He sold a lot at the end of the year. Their earnings look pretty good. They are splitting the company in two.

(Market Call Minute) He sold a lot at the end of the year. Their earnings look pretty good. They are splitting the company in two.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$15.160
Owned
Yes
TOP PICK
TOP PICK
May 12, 2016

Management did a great job. They have low cash costs and have a lot of exploration opportunities. It is one of his largest holdings in the fund. All the metrics look outstanding. They continue to do well, underpromising and overdelivering.

Management did a great job. They have low cash costs and have a lot of exploration opportunities. It is one of his largest holdings in the fund. All the metrics look outstanding. They continue to do well, underpromising and overdelivering.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$13.440
Owned
Yes
TOP PICK
TOP PICK
May 12, 2016

Airplane circuit boards. Extremely cheap company. Next year earnings move from $.20 to $.30 per share. Capacity utilization was not full, but with new contracts it will be. 6.5 times earnings next year. Not too many people know this story still. It is an early 2017 story still.

Airplane circuit boards. Extremely cheap company. Next year earnings move from $.20 to $.30 per share. Capacity utilization was not full, but with new contracts it will be. 6.5 times earnings next year. Not too many people know this story still. It is an early 2017 story still.

Peter Imhof
Vice President & Portfolio Manager, AGF Investments Inc
Price
$2.400
Owned
Yes